Wealth manager, independent · Pittsburgh, PA
The Coury Firm
Coury Firm Asset Management LLC · SEC-registered investment adviser · CRD 289145 · SEC 801-112543
At a glance
The Coury Firm is an SEC-registered investment adviser based in Pittsburgh, Pennsylvania, with $1.3B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 206 individual clients, 117 of them high-net-worth, holding an average of about $3.5 million each, and 23 employees. That ranks it 841st among the nation’s 5,657 independent wealth management RIAs and 59th of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 412-261-5744couryfirm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #841 of 5,657
- Rank among all SEC RIAs
- #4,604 of 17,210
- Rank in Pennsylvania
- #59 of 260
- Individual clients
- 206
- High-net-worth clients
- 117
- Accounts
- 1,031
- Discretionary
- 83% of AUM
- Employees
- 23
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Gregg S. CouryChief Executive Officer
- Gregg S. CouryChief Compliance Officer
- Jeff C. CouryPresident
Custody and brokerage
Broker-dealer
No broker-dealer ties
The Coury Firm reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 117 | $690M | 52% |
| Corporations or other businesses | 20 | $236M | 18% |
| Pension and profit sharing plans | 17 | $174M | 13% |
| Pooled investment vehicles | 2 | $167M | 13% |
| Individuals | 89 | $36M | 3% |
| Charitable organizations | 7 | $20M | 2% |
Private funds
The Coury Firm reports 1 private funds with $167M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
The Coury Firm reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗couryfirm.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,797 peers of its type and size
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| River Wealth Advisors LLCCamp Hill | $1.5B | 876 |
| Ironview Capital Management, LLCConshohocken | $1.4B | 386 |
| Chadds Ford Wealth Partners, LLCChadds Ford | $1.3B | 60 |
| Baldwin Investment Management, LLCWest Conshohocken | $1.3B | 268 |
| O'hagan Group, Inc.Bethlehem | $1.2B | 900 |
| Henry H. Armstrong Associates, Inc.Pittsburgh | $1.2B | 141 |
Background
Questions
How much does The Coury Firm manage?
The Coury Firm reports $1.3B in regulatory assets under management across 1,031 accounts, 83% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does The Coury Firm have?
It reports 206 individual clients: 117 high-net-worth individuals and 89 other individuals. Individuals account for about 55% of its regulatory assets.
Where is The Coury Firm headquartered?
Its main office is in Pittsburgh, Pennsylvania. It reports 1 office in total and 23 employees, 12 of whom perform investment advisory functions.
How does The Coury Firm charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does The Coury Firm use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($784M); Fidelity ($115M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is The Coury Firm a hybrid RIA with a broker-dealer?
The Coury Firm reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is The Coury Firm a fiduciary?
As an SEC-registered investment adviser, The Coury Firm owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is The Coury Firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →